Prerequisites

To setup the hold request feature, you need to do the following:

• Define the required hold request types in the system

• Assign the C1-HLDAP To Do type to a To Do role whose users must receive a To Do while submitting a hold activation or release request for approval

• Assign the C1-HOLSB To Do type to a To Do role whose users must receive a To Do while requesting to resubmit a hold activation or release request for approval

• Define the required characteristic types where the characteristic entity is set to Hold Request

• Define the required characteristic types where the characteristic entity is set to Hold Request Type

• Set the Environment Type option type of the SYSDT feature configuration

• Set the C1-HOLDSRCH feature configuration

• Attach the CI_​COPAICP algorithm to the Cancel Logic system event of the respective overdue process templates

• Attach the CI_​OE-NO-DEP algorithm to the Cancel Logic system event of the respective overdue event type

• Define the values for the HOLD_​PROCESS_​FLG and HOLD_​REASON_​FLG lookup fields.

• Define the status reasons for the Discarded, Rejected, and Released statuses of the C1-HoldRequest business object in the Status Reason screen.

• Set the batch control type of the Hold Request Periodic Monitor (C1-HLDRQ), Hold Request Monitor (C1-HLMON), Delete Pending Bills and its Bill Segments (C1-DELBI), and Hold Request Entity Derivation Monitor (C1-HLDET) batches to Timed and define the following attributes:

  • Time Interval

  • Timer Active

  • User ID

  • Batch Language

  • Email Address

  For more information about these batches, see Oracle Revenue Management and Billing Batch Guide.

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